Prepared by Spencer Roberts

CRM & Systems Transition

90-day engagement (up to 20 hrs/week). Transition CRM, automations, ad systems, and domain infrastructure from MoonTax into CTME.

Audit & Planning

Weeks 1–2

• Audit CRM structure — pipelines, custom fields, opportunities, triggers
• Inventory active automations — email, SMS, webhooks, internal alerts
• Review pipeline stages, routing logic, and opportunity movement
• Review Google & Meta ad accounts — campaigns, pixels, audiences, conversion setup
• Review current domain structure and identify required redirect paths

Migration

Weeks 3–8

• Configure Trent's calendar, booking links, and availability sync — priority
• Configure Trent's lead routing, automations, and notifications — priority
• Coordinate with Keanu on contact export and data validation
• Configure pipelines and opportunity stages in CTME
• Configure remaining automations — reminders, internal alerts
• Reconfigure webhooks and third-party integrations
• Configure webhook integrations between Karbon and GHL
• Transition campaign structure, tracking, and access controls
• Validate gclid/fbclid capture, conversion reporting, and configure offline conversion events
• Develop and implement 301 redirect mapping from moontax.com to CTME paths

Stabilization

Weeks 9–12

• Monitor form submissions, bookings, and pipeline movement weekly
• Identify and resolve missed triggers or workflow issues
• Monitor campaign performance during transition window
• Compile system documentation and deliver handoff notes

• Client provides access to required tools and accounts
• Client provides timely approvals where needed
• Net-new builds outside transition scope are out of scope unless added in writing
• Work subject to platform limitations and account permissions